WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.15B
AUM Growth
+$662M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,626
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.2M
3
+$9.63M
4
PYPL icon
PayPal
PYPL
+$6.61M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.58M

Top Sells

1
+$6.65M
2
+$6.21M
3
+$5.24M
4
T icon
AT&T
T
+$5.06M
5
MDB icon
MongoDB
MDB
+$3.64M

Sector Composition

1 Technology 19.92%
2 Financials 12.3%
3 Healthcare 9.83%
4 Consumer Discretionary 8.69%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$408K 0.01%
4,788
527
$405K 0.01%
4,500
528
$404K 0.01%
2,222
-57
529
$403K 0.01%
1,029
+574
530
$402K 0.01%
5,741
+3,227
531
$396K 0.01%
10,284
-2,516
532
$395K 0.01%
10,108
+721
533
$390K 0.01%
5,000
534
$388K 0.01%
12,309
535
$385K 0.01%
12,246
536
$384K 0.01%
13,996
+1,400
537
$383K 0.01%
12,610
-3,153
538
$382K 0.01%
11,709
539
$381K 0.01%
1,093
540
$378K 0.01%
8,721
+6,749
541
$377K 0.01%
6,358
542
$376K 0.01%
3,594
543
$373K 0.01%
5,318
+29
544
$373K 0.01%
1,700
545
$372K 0.01%
3,500
546
$371K 0.01%
7,000
+1,000
547
$370K 0.01%
1,458
+400
548
$369K 0.01%
7,848
-439
549
$369K 0.01%
27,321
-2,015
550
$367K 0.01%
10,158
20 21
22
23 24